Financial Adviser
· SYDNEY, NSW
Catherine Happ
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005347
Catherine Happ is a financial adviser based in Sydney, New South Wales, with 30 years of experience in the financial services industry. Catherine is currently authorised under Jbwere Ltd. Catherine holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor Degree from - University of South Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor Degree
- University of South Australia
2007
Accredited Derivatives Adviser Level 1 & 2
ASX
2022
Ethics for Financial Services (Intensive)
Ethics - Deakin Business School